Using a primary checklist as the base can be helpful, but teams then need to customize it to fit their exact workflow. Creating your own checklist also means you can use it in your work and refine it based on how it fares.

You can use Excel for your checklists. Many apps promise to handle your to-do list, but do you really need yet another app? Even if you don’t want to use it as an everyday to-do list app, a checklist is a good way to keep track of what you still need to do in your spreadsheet, directly in the spreadsheet itself.